Kristin Rogers (CFP®)
Kristin Rogers focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Entrepreneurs
- Hourly
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- College/Education Planning
- Entrepreneurs
- Hourly
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Financial Advocate For You assists people in the following areas:
- Planning for retirement
- Saving for college/financial aid
- Investment allocation (retirement and non-retirement)
- Self-employment and small business financial decisions
- Risk management & Insurance Analysis
- Creating a spending plan
Additional Information
Kristin Rogers has worked in the financial services industry for over 25 years. As a member of Garrett Planning Network, she employs a Fee-Only business model that puts her clients' best interest first. She provides financial and investment consultation advice for her clients on an as-needed basis and, for those who prefer monitoring of their investments, Kristin is able to provide investment supervisory services.
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NAPFA Start Date
April 01, 2016
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.